www.zoho.com/crm 1 Zoho CRM features Standard Professional Enterprise Sales Force Automation Leads Contacts Accounts Opportunities Tasks, events, call log, and notes Calendar sync through CalDAV CRM views Sales forecasting BCC dropbox for email ‑ Email insights Macros ‑ Multiple currencies ‑ ‑ Contextual custom related lists ‑ SalesSignals ‑ Gamescope ‑ Advanced filters Scoring rules 10 rules/module 20 rules/module 30 rules/module Reminders Email parser ‑ ‑ Feeds - Team Collaboration Status updates
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www.zoho.com/crm 1
Zoho CRM features Standard Professional Enterprise
Sales Force Automation
Leads
Contacts
Accounts
Opportunities
Tasks, events, call log, and
notes
Calendar sync through CalDAV
CRM views
Sales forecasting
BCC dropbox for email ‑
Email insights
Macros ‑
Multiple currencies ‑ ‑
Contextual custom related lists ‑
SalesSignals ‑
Gamescope ‑
Advanced filters
Scoring rules 10 rules/module 20 rules/module 30 rules/module
Reminders
Email parser ‑ ‑
Feeds - Team Collaboration
Status updates
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Standard Professional Enterprise
Direct messages
Attach files to feeds
Follow‑up rules
Groups for team collaboration
Tagging 10 tags/module 30 tags/module 50 tags/module
Social
Integration with Twitter
Integration with Facebook
Integration with Google+
Social tab ‑
Capture leads from ‑
Twitter/Facebook
Social interaction with
leads/contacts ‑
Marketing Automation
Email templates 100 Unlimited Unlimited
Email opt‑out
Website visitor tracking (Track up to 5k website visitors for free
with Zoho SalesIQ. Track any number of
visitors with Zoho SalesIQ’s paid plans.)
Mass email 250 emails/day 500 emails/day 1000 emails/day
Marketing campaigns
Auto‑responders ‑ ‑ 3 autoresponders
Zoho CRM for Google AdWords ‑
Artificial Intelligence (Zia)
www.zoho.com/crm 3
Standard Professional Enterprise
Lead Conversion Prediction * ‑ ‑
Deal Closure Prediction * ‑ ‑
Data Enrichment * ‑ ‑ Extension ($)
Zia Voice * (Supported in ‑‑
English only.)
Zia Reminder * ‑ ‑
Best time to contact ‑ ‑
Macro suggestion ‑ ‑
Customer Support
Cases ‑
Solutions ‑
Web‑to‑case form ‑ 10 forms/module 20 forms/module
Business hours
User Portal
Portals (First portal user type creation
is free and upto 10k client users can be
invited for free. Creation of more than
one portal user type will include
pricing.)
‑ ‑
Inventory Management
Products ‑
Price books ‑
Sales quotes ‑
Sales orders ‑
Invoices ‑
Vendors ‑
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Standard Professional Enterprise
Purchase orders ‑
Document Library
Folder sharing
Attach documents
File versioning
Reviews
Reports
Standard reports
Custom reports 100 Unlimited Unlimited
Schedule reports 20 Schedulers/user
Maximum 100
schedulers/day for Org.
20 Schedulers/user
Maximum 100
schedulers/day for Org.
20 Schedulers/user
Maximum 100
schedulers/day for Org.
Analytics
Chart
KPI *
Funnel Analytics * ‑ ‑
Target * ‑ ‑
Comparator * ‑ ‑
Anomaly Detectors * (Powered by Zia)
‑ ‑ 10
Standard dashboards
Custom dashboards 10 Dashboards Unlimited Unlimited
Web Forms
Web‑to‑lead form
Web‑to‑contact form
Web‑to‑case form ‑
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Standard Professional Enterprise
Notify owner
File Storage
Free storage/org 1 GB 1 GB 1 GB
Free storage/user license 512 MB 512 MB 1 GB
Additional storage $4/month/5 GB $4/month/5 GB $4/month/5 GB
Data Administration
Data storage (all modules) 100,000 Unlimited Unlimited
Import data (per batch) 10,000 20,000 30,000
Export module data
Data backup 2 backups/month 2 backups/month 2 backups/month
Additional data backup $10/request $10/request $10/request
De‑duplicate data ‑
Import history Past 60 days Past 60 days Past 60 days
Security Administration
Profiles 5 15 25
Organizational hierarchy (Roles) 5 10 250
Field‑level security ‑
Data sharing rules ‑ ‑ 15 rules/module
Groups 20 30 50
Record‑level sharing ‑ ‑
Data Encryption (EAR) ‑ ‑
Territory management ‑ ‑ 150 territories
Audit Logs
Allowed IPs
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Standard Professional Enterprise
Product Customization
Page customization
Rename tabs
Custom fields 10 fields/module 150 fields/module
(Note: Activities module has
only 140 fields)
305 fields/module (Note: Activities module has
only 230 fields)
Custom links ‑ 10/module 10/module
Web tabs ‑ ‑ 25
Custom modules ‑ ‑ 50 modules
Custom buttons ‑ ‑ 50/module
Sandbox ‑ ‑
Page layouts ‑ ‑ 3/module
Canvas * ‑ ‑
Layout Rules ‑ ‑ 10/layout
Validation Rules ‑ 5 rules/layout 10 rules/layout
Subforms ‑ ‑ 2/module
Translations ‑ ‑
Reporting Hierarchy ‑ ‑
Multi‑select Lookup ‑ ‑ 2/module
Unique fields 2 fields/module 2 fields/module 2 fields/module
Custom list views 50/module Unlimited Unlimited
Tab groups 10 groups 10 groups 25 groups
Workflow Management
Workflow rules 6 rules/module
5 conditions/rule 20 rules/module 5
conditions/rule 50 rules/module 10
conditions/rule
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Standard Professional Enterprise
Email Notifications ( [ No. of Users * 100 ] or 5000 Emails
can be sent per day depending on the
lower limit.)
5 emails/action
5 emails/action 5 emails/action
Task Action 5/action 5/action 5/action
Field update Action ‑ 3 updates/action 3 updates/action
Webhook Action ‑
1/action 10000 calls/day
or
100 calls/user license
1/action 20000 calls/day
or
500 calls/user license
Convert Action
Functions using Deluge script ‑ ‑
1 Instant Action and
5 Scheduled
Actions per Rule
Scheduled actions ‑ ‑ 5/workflow rule
Workflow Usage ‑ ‑
Approval process ‑ ‑
Assignment rules ‑ 20 rules
& 20 rule entries
20 rules &
50 rule entries
Schedules ‑ ‑
Case escalation rules ‑ ‑
Process Management
Active Blueprints ‑ 3 20
Common Transition per
Blueprint ‑
2 5
Transition per Blueprint ‑ 10 100
Field count during Transition ‑ 4 10
Add-ons & Integrations *
CRM Marketplace (Extensions for Zoho CRM)
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Standard Professional Enterprise
Zoho PhoneBridge for
Call Centers
Integration with Zoho
Motivator
Integration with Zoho
Campaigns
Integration with Zoho Reports
Integration with Zoho
Projects
Integration with Zoho SalesIQ
Integration with Zoho Desk
Integration with Zoho Cliq
Integration with Zoho Survey
Integration with Zoho Social ‑
Integration with Zoho Forms
Zoho Mail Add‑on ‑
Zoho Writer Add‑on ‑
Zoho Finance Suite Integration (Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions.)
‑
Plug‑in for Microsoft Outlook ‑
Plug‑in for Microsoft Office ‑
Integration with Zoho Creator ‑ ‑
Slack Integration
Zoho SalesInbox ‑ ‑
Catalyst
Mobile Apps ‑ ‑
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Standard Professional Enterprise
Mobile Device Management ‑ ‑
Web Apps ‑ ‑
Integration with Google Apps
Zoho CRM contextual gadget for
Gmail
Export events to Google
Calendar
Export to Google Tasks
Zoho CRM web forms for Google
Sites 1/module 10/module 20/module
Synchronize Google Calendar
Synchronize Google Contact
Developer Tools
Mobile SDK ‑ ‑
Widgets ‑ ‑
Connections ‑ ‑
APIs * * 100000 calls/ day/org 100000 calls/ day/org 300000 calls/ day/org
* New features. Will be rolled out in a phased manner
* * API limits vary based upon user license purchased.
* Integrations with third‑party vendors and products within the Zoho family often require paid licenses from both
Zoho CRM and the integrated software.
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Mobile features on every plan.
• Access customer emails • Add voice notes
• Locate prospects anywhere across the globe • Check‑in
• Manage inventory • View customer location in Google Maps
• Work offline • Collaborate using feeds
• Log phone calls • Attach files from Zoho Docs
www.zoho.com/crm 11
Sales Enquiries
Useful links.
USA +1 877 834 4428 +1 615 671 9025
UK +44 (20) 35647890 +44 8009177225
INDIA +91 (44) 71817070 +91 (44) 71817000
FRANCE +33 805542462
SWEDEN +46 201408150
NETHERLAND +31 707007083
GERMANY +49 8000229966
ITALY +39 (0) 287103737
SPAIN +34 918368598
AUSTRALIA +61 2 80662898
Zoho CRM is a cloud-based software for managing your
customer relationship in a better way. It helps streamline your
organization-wide sales, marketing, customer support, and
inventory management functions in a single system. We are
light on your pocket and the features and integrations we give
you are unmatched.
Help center
Watch demo videos
Join our webinar
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Customer stories
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Last updated on: April 12, 2018 The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the accuracy of any
information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in this document. The names and logos for Zoho are trademarks of Zoho Corp.
© 2018, Zoho Corporation Pvt. Ltd. All rights reserved.
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